value investing

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

One of Warren Buffett’s lesser known quotes is: “It’s only when the tide goes out that you learn who has been swimming naked”. Like most of Warren’s sayings it’s an...

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold”...

After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an...

In the past quarter, we have seen a significant divergence between the performance of the US stock market compared to emerging markets and Europe. Donald Trump’s hard...

Last week the Bank of England put top executives at banks and insurers on high alert to vastly improve their planning for the long-term risks of climate change. The FT...